Money Matters: Inflation Preparation
In this month’s edition of “Money Matters,” Scott talks about inflation and the best ways to be prepared for a rising cost of living.
Read MoreDoes Cryptocurrency Fit in my Financial Plan?
Cryptocurrencies, including Bitcoin, have been grabbing headlines recently with their soaring returns, but do you need cryptocurrency in your financial plan to achieve your financial goals? Learn more about investing in cryptocurrency before you use your hard-earned money to buy cryptocurrency.
Read MoreMoney Matters: Mental Traps that Cost People Money
In this month’s edition of “Money Matters,” Scott talks about "mental traps" that can cost people money or lead to poor decision making with their finances and financial goals.
Read MoreWise Use of Credit: Guest Post by A. H. Oeth
A newspaper article by my late grandfather, Arthur Herman Oeth, and published in the Dubuque, Iowa newspaper in the late 1950s holds timeless advice on debt and points to the value of passing on work ethic, financial acumen, and a desire for achievement, which can be a legacy far more valuable and durable than financial assets alone.
Read MoreMoney Matters: Should I Pay Off My Mortgage or Invest in the Market?
In this month’s edition of “Money Matters,” Scott talks about key factors to consider when deciding whether you should pay off your mortgage debt or invest money in the market.
Read MoreGates' Law, Willpower, and Wealth Management
It’s important to take a look back on your financial path over the past decade, and it’s even more important to take a hard look at the 10-year road ahead. How would you like life to unfold? Scott discusses a key component to long-term financial success: willpower.
Read MoreThe Road to Financial Success: The Things You Did Not Do
It is frequently the things we consciously DO NOT DO that lead to great financial success over time—particularly in bear market years. Learn more about what NOT to do to help smooth out your road to financial success.
Read MoreMoney Matters: Market Speculation & Your Portfolio
In this month’s edition of “Money Matters,” Scott explains how mass financial speculation can influence the markets and cause financial volatility, while also discussing which factors to consider before engaging in market or investment speculation.
Read MoreMarket Volatility Fatigue
When market volatility is starting to wear you out and shaking your confidence in the markets, it’s important to remember a key piece of investment advice for long-term success: Do not allow emotions to overrule facts.
Read MoreCommunity Investment
One of the things that I appreciate about having my practice with Cahill Financial Advisors is everyone’s dedication to our community. Our Cahill Financial Advisors Community Investment Program focuses on giving back to the community by sharing our time, treasures, and talent.
Read MoreMoney Matters: 2020 Financial Lessons
Listen as Scott discusses the financial lessons learned in 2020—the year of the pandemic and worldwide economic shutdowns—that investors can use moving forward to achieve their financial goals.
Read MoreCharitable Gifts of Company Stock
Gifting company stock to a charitable organization has many complex rules attached to it, but when completed properly, this gift can be of great financial benefit to both you and the charitable organization!
Read MoreMoney Matters: Charitable Giving Financial Strategies
Listen as Scott discusses the personal and financial value of charitable giving, as well as the financial strategies used to maximize the benefits of your financial donation—to both you and the organization you choose.
Read MoreRoth IRA Conversions: Pay Now or Pay Later?
As attractive as a Roth IRA conversion may seem, there are many considerations for when to pay the tax on your tax-sheltered retirement account. The big question: When should you pay this tax? Now? Or continue deferring until later? Check out some of the factors everyone should consider before converting to a Roth IRA.
Read MoreOver the Hill? Climbing New Mountains in Retirement
A good retirement plan requires solid financial planning, but your retirement years can feel both fulfilling and rejuvenating when you include your passions, skills, and most valued relationships.
Read MoreMoney Matters: Retirement Plan Distributions & Taxes
Listen as Scott discusses the recent changes to retirement plan distributions and key factors to consider when thinking about retirement plan distributions, as well as strategies to minimize the taxes owed on those distributions.
Read MoreTrick or Treat? A Letter to Clients (2020 Q3)
From a pandemic, to financial turmoil, to an unforgettable election season, the negatives of 2020 will forever be remembered. It's important to remember the positives though--especially when it involves your finances!
Read MoreInvestment Diversification: Age-Old Wisdom
Diversification has always been a core principle of our investment approach and 2020 is proving the soundness of this age-old concept once again. Listen to my recent radio spot to learn more about why diversification is key to long-term investment success.
Read MoreMoney Matters: Optimism & Your Financial Future
Listen as Scott discusses the psychological components of a successful financial future and why having an optimistic mindset is an important part of your financial planning.
Read MoreMoney Matters: Investment Diversification
Listen as Scott discusses the importance of diversifying your investment portfolio for long-term financial success.
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